See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,363 | $150,187-9.2% | $120,354+13.3% | $145,922-6.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 9.40% | 154.07%-144.7pp | 107.15%-97.8pp | 561.29%-551.9pp |
| Employer contribution / active EE | $3,287 | $4,348-24.4% | $3,463-5.1% | $4,660-29.5% |
| Participant deferral / active EE | $3,731 | $6,173-39.6% | $4,991-25.2% | $6,688-44.2% |
| Admin fee / account holder | $1,943 | $12,207-84.1% | $9,423-79.4% | $13,397-85.5% |